GFPC
AMJ

Global Financial Private Capital’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Global Financial Private Capital’s Portfolio AMJ Stock Details AMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-9,547
Closed -$244K – 566
2019
Q1 		$244K Hold
9,547
– – 0.01% 340
2018
Q4 		$213K Buy
+9,547
New +$241K 0.01% 321
2018
Q3 		– Sell
-7,970
Closed -$212K – 565
2018
Q2 		$212K Buy
+7,970
New +$209K 0.01% 507

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Global Financial Private Capital's AMJ Position: Q2 2019 in Review

Global Financial Private Capital sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2019, closing a stake of 9,547 shares — an estimated $244K sold.

Global Financial Private Capital first reported a position in AMJ in Q2 2018 and held it in 3 quarters. The position peaked at $244K in Q1 2019. 283 funds tracked by Wall St. Rank hold AMJ as of Q2 2019.

  • Global Financial Private Capital reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2019 after selling out during the quarter.
  • Global Financial Private Capital sold 9,547 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2019, an estimated $244K.
  • Global Financial Private Capital first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2018 and held it in 3 quarters.
  • Global Financial Private Capital's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $244K in Q1 2019.
  • 283 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2019.

Based on Global Financial Private Capital's 13F filing for Q2 2019, filed 14 Aug 2019.